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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
76
Geode Capital Management
Massachusetts
$477K +$218K +31,916 +84%
JIC
77
Johnson Investment Counsel
Ohio
$463K -$59K -8,631 -11%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$438K +$222K +32,555 +103%
EAM
79
Eagle Asset Management
Florida
$408K +$2.02K +296 +0.5%
TI
80
Trexquant Investment
Connecticut
$376K +$375K +54,943 New
CSS
81
Cubist Systematic Strategies
Connecticut
$374K -$236K -34,487 -39%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$360K +$157K +22,950 +77%
HighTower Advisors
83
HighTower Advisors
Illinois
$349K -$8.48K -1,241 -2%
EDRH
84
Edmond de Rothschild Holding
Switzerland
$344K
BOH
85
Bank of Hawaii
Hawaii
$340K +$30.5K +4,465 +10%
EVM
86
Eaton Vance Management
Massachusetts
$338K -$15.7K -2,293 -4%
CAM
87
Cresset Asset Management
Illinois
$338K +$164K +24,006 +94%
HC
88
Henshaw Capital
Massachusetts
$333K +$9.18K +1,344 +3%
ACA
89
Atlas Capital Advisors
Wyoming
$326K +$192K +28,085 +144%
MIS
90
Morningstar Investment Services
Illinois
$325K -$33.7K -4,938 -9%
CP
91
Covenant Partners
Tennessee
$317K +$162K +23,757 +105%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$308K -$7.77K -1,137 -2%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$301K -$203K -29,729 -40%
AG
94
Advisor Group
Arizona
$292K -$385K -56,302 -57%
CCA
95
Checchi Capital Advisers
California
$289K +$46.6K +6,814 +19%
LI
96
Leap Investments
Illinois
$287K +$286K +41,900 New
IB
97
Intrust Bank
Kansas
$283K -$224K -32,736 -44%
FB
98
Fulton Bank
Pennsylvania
$273K +$72.4K +10,602 +36%
CCP
99
Corient Capital Partners
California
$259K +$43K +6,300 +20%
Pacer Advisors
100
Pacer Advisors
Pennsylvania
$256K +$81.6K +11,944 +47%

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.